Release Notes 10.1 (11Feb 2014)

Home Screen

Resource expensive Gadgets are replaced with Widget. Home layout and Dashboard comes with widgets for Queries, Reports, and Special functions (Mail, Import, and calendar) one click accessibility. Yes this can be personalized. Few benefits

Faster Loading Time

Greater Performance

Users can add as many links on the home screen without sacrificing performance.

Intuitive UI to add Queries and reports to the Widgets on the Home screen. Drag and Drop facilities which include displaying Number of Records against each Queries.

Understanding Categories & Sub-Categories

In Home Page there are Categories and Sub-Categories through those we can choose the Category and its related Sub-Category based on user day to day operation. Please find the details given below with snapshot.

Adding Queries

On Selecting Query option it shows tables (First drop-down list) with their corresponding Queries/Report in the second drop-down list.

Adding Report

On Selecting Report option it shows tables (First drop-down list) with their corresponding Queries/Report in the second drop-down list.

Adding Link

When we select the Link in the first Category we have to give the name of the link and in the Sub-Category we have to give the URL.

For example the Category field is name of the link that is anything as you like, and coming to the Sub-Category it is a URL that is Error! Hyperlink reference not valid etc.

Execute Sub-Categories

Access Queries/Report/Link from Home Page

Queries/Report gets opens up in new tab by showing desired records.

Link result gets open in new browser Tab.

Access System Categories

System Categories used mainly for Creation of Records, accessing Query/Report Manager Page, Quick to Inbox, able to perform Import/Export Operation & user able to navigate recently accessed Queries/Report & Record through Recent Items Link.

In Inbox page, System automatically shows error trapping message incase of if it unable to connect to Mail Server.

DHTML Form Designer

DHTML Form Designer Tool does not need Microsoft Active-x control. This will work on Chrome and Firefox. No Browser and OS Dependency.

Icon Used for show Properties

Icon Used for Save Form

Aligned Selected

Expand/ Shrink selected.

Insert Control

Text Box, Static, Drop-down,Long Text

Auto Complete

Auto complete for Lookup and External fields, which minimize User productivity while filling out forms or search.

Recent additions in Form Designer

Hidden field, lookup priority (Below Screenshot) etc.

Multiple fields can select through the mouse (by holding mouse right button) by dragging the cursor over it.

Note: No need to hold CTRL button for multi field’s selection as per our old form designer which was tedious and a bit cumbersome –

Form designer can be saved through shortcut keys (Shift + S)

Lookup Priority

A box “LookUp Priority” has been added to the DHTML editor (for Main Forms only) for External + Lookup fields. If you open the DHTML form designer(in this case Contacts) and edit the Company field, we can see that it was already a External + LookUp field, here you will see a box “LookUp Priority” just adjacent to it.

For the Company link to work in Contact record list view, you add the External mapping to the “Lookup Priority” box. Click on the Add button to add look up object priority to the list.

This would allow searching the company name in Accounts while you click on the Company link in Contact list view. You can also add more Object and set the lookup priority list, so in case it does not find anything on the first object; it will search the against the second Object by priority.

Once you have added the values to the Priority list, please make sure that you select the correct External table and field again before saving the form.

Calendar

Drilldown is possible against any Activity in Calendar Page.

Tooltip shows On Mouse rollover against any Activity in Calendar Page.

Calendar drag & Drop Support in IPAD

Context Sensitive

Find and Link dialog should be context sensitive.

Document Management Functionality Overview

Employees Can have document Files which can be accessed by clicking on the Action.

Get Documents Automatically retrieves that employees File with Documents.